Charles Travis Reader
Investment adviser representative at Illuminate Wealth Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$167.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Illuminate Wealth ManagementMay 2025 to now
- Different By Design Financial PlanningJan 2025 to May 2025
- Leading Edge Financial Planning LLCSep 2024 to Dec 2024
- UnemployedJun 2024 to Aug 2024
- Solitude Financial ServicesFeb 2024 to May 2024
- Different By Design Financial PlanningDec 2015 to Jan 2024
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (KY).
Illuminate Wealth Management
Legal name: Illuminate Wealth Management LLC
$167.6MAssets managed
77Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6289943
- Firm CRD
- 306411